What We Do
(And Why We Do It Differently)
First: Why We’re Here
Most people don’t have an estate plan.
Even among those who do, most of those plans fail.
Why? Because life changes—but their plans don’t. They create a will or trust once, check the box, and then never think about it again. The lawyer moves on. The plan gathers dust. Then when the time comes to use it, it’s outdated, irrelevant, or can’t be found at all.
We’ve seen it happen too many times:
“Searching for the will of so-and-so. The family remembers they met with a lawyer 30 years ago, but no one can find the documents or remember the lawyer’s name.”
“Help. The decedent’s estate plan was not updated since 1998, and the situation is a mess. Is there a way to fix this so these folks don’t end up on Jerry Springer?”
This is the norm. Not the exception. And it’s the reason we do what we do.
We’re Not a One-Time Transaction Firm
We’re a Relationship Firm.
Think of us less like a lawyer you met once, and more like a lawyer in the family—someone you can call when life changes. We’re not here to create documents and disappear. We’re here to walk with you through every season of life and make sure your plan always reflects your current reality.
Our systems are built for longevity, clarity, and continuity—so your plan will work when it’s needed most, and your loved ones won’t be left scrambling.
Our Core Services
We offer legal planning for the big questions in life—what happens to your people, your property, and your responsibilities if something happens to you.
📝 Estate Planning
Custom will- and trust-based plans that protect you, your family, and your legacy.
We help you plan for:
Incapacity
Death
Asset protection (from creditors, lawsuits, or spend-down)
Vulnerable beneficiaries
Charitable goals
Tax-efficient wealth transfer
🏥 Medicaid Qualification & Long-Term Care Planning
We help families avoid financial disaster when paying for assisted living or nursing care.
Our Medicaid planning services include:
Asset protection trust planning
Strategic spend-down plans
Gifting strategies that preserve eligibility
Avoiding unnecessary estate recovery
⚖️ Estate Administration & Probate
When someone dies, there’s legal work to be done.
We guide families through:
Probate court processes
Trust administration
Asset distribution
Dispute resolution
We make the process clear, manageable, and as stress-free as possible during a difficult time.
👨👩👧👦 Guardianships & Conservatorships
When a loved one can’t make decisions for themselves, we help you protect them through the court system.
We assist with:
Adult guardianships
Conservatorships for financial protection
Court filings, hearings, and compliance
💼 Business Planning
Helping entrepreneurs build and protect what they’ve worked hard to create.
We provide:
LLC, corporation, and nonprofit formation
Ongoing business compliance
Risk management and liability protection
Business succession planning
What Makes Us Different
✅ Ongoing legal counsel—built into our process
✅ Systems that ensure your plan stays updated
✅ Compassionate, clear communication
✅ Zero judgment, full support
✅ A relationship that lasts
We want your plan to work—not just exist. And we’re here to make that happen.
Ready to start planning? → Schedule a call with Candice.
Have questions first? → Contact us today.
“We cannot thank you enough for how quickly you gave us the reassurance we needed that everything was already place when K had his recent health scare. It made dealing with everything else so much easier knowing you had already taken care of the legal stuff and were ready to assist us with any issues that might come up. Thanks again.”